Lead magnet · Wealth-Tech reference architecture
A reference architecture for multi-channel, AA-ready wealth-tech platforms.
Distribution platforms keep getting built from a blank page. This whitepaper documents the wealth-tech reference architecture we've engineered, multi-channel MF execution, profiling, AA-readiness, regulatory reporting, calculators, basket logic.
What's inside
- Profiling engine (risk, suitability, KYC linkage)
- Multi-channel MF execution (direct, distribution, advisory, robo)
- Account Aggregator integration (consent, fetch, FI-flow handling)
- Distribution stack (RIA / IFA / corporate, hierarchies, brokerage)
- Regulatory reporting (AMFI / SEBI / RBI)
- Analytics layer (portfolio, cohort, performance with explainability)
- Calculators and basket logic
Who it's for
- Wealth-tech founders and CTOs scoping distribution platforms
- AMC distribution and IFA platform engineering teams
- RIA and advisory platform builders
- Corporate wealth-tech platform owners
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